Saroyan 401(K) Plan — Form 5500 plan (Saroyan Lumber Company)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Saroyan 401(K) Plan is a benefit plan reported by Saroyan Lumber Company under EIN 95-2052198 and plan number 002. The latest loaded filing year is 2023. The filing reports 129 participants and $5,234,632 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Saroyan Lumber Company
- EIN
- 95-2052198
- Plan number
- 002
- Plan type
- 2
- Location
- Huntington Park, CA
- Latest filing year
- 2023
- Participants
- 129
- End-of-year plan assets
- $5,234,632
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 129 | H, C | 20241017143047NAL0033117809001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $5,234,632
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $5,234,632
- Net assets (BOY)
- $4,452,122
Income & contributions
- Employer contributions
- $59,036
- Participant contributions
- $302,236
- Total contributions
- $361,272
- Total income / additions
- $1,017,985
Expenses & distributions
- Benefits paid
- $204,117
- Administrative expenses
- $31,358
- Total expenses
- $235,475
- Net increase / (decrease)
- $782,510
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Empower Annuity Insurance Company O | RECORDKEEPER | $28,194 | $0 | 2023 |
| Lion Street Financial LLC | BROKER/ADVISER | $0 | $18,022 | 2023 |
| Empower Advisory Group, LLC | INVESTMENT MGMT | $3,164 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Saroyan Lumber Company
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Huntington Park, CA
- Empower Annuity Insurance Company O — Schedule C compensation
- Lion Street Financial LLC — Schedule C compensation
- Empower Advisory Group, LLC — Schedule C compensation